See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GUERRA INVESTMENT ADVISORS2 years Service code 27 201 E. MAIN STREET · EL PASO, TX 79901 | Advisory (Plan) | $31,715 |
Filed as: AUSTIN CAPITAL RETIREMENT PLAN SVCS Service code 13 1601 ELM STREET · DALLAS, TX 75201 | Contract Administrator | $15,531 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $5,565 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,341 | $91,111-70.0% | $84,015-67.5% | - |
| Participation rate | 75.5% | 59.1%+16.4pp | 69.0%+6.5pp | - |
| Annual return | 17.81% | 12.53%+5.3pp | 71.31%-53.5pp | - |
| Employer contribution / active EE | $0 | $769-100.0% | $1,983-100.0% | - |
| Participant deferral / active EE | $1,746 | $2,182-20.0% | $3,239-46.1% | - |
| Admin fee / account holder | $194 | $22,833-99.1% | $6,101-96.8% | - |